How to Create a Support Plan in Teiro, Including Who Agreed to It
A coordinator creates a support plan for a client in Teiro, writes About me, Goals and Preferences and routines, records who agreed to it, how and when, and makes the plan current so carers can see it.
Full transcript
The full text of the walkthrough above, for anyone who would rather read it or needs it in text form.
What this recording shows
This is a 77 second screen recording of a coordinator creating a support plan in Teiro, the care management platform used by Australian NDIS and aged care providers. It was recorded on a desktop browser, on the real product, using a fictional client, Dorothy Hargreaves. A support plan in Teiro is the document that holds what matters to a client and, once it is made current, what carers see before and during their shifts.
Opening the client and creating the plan
A support plan lives on the client record, in the Support plan tab. When the client has no plan yet, the tab says "No support plan yet" and offers Create support plan. Choosing it opens the plan as a draft, version 1. A banner on the draft says "Not current yet. Carers can't see this until you make it current", so a coordinator can take their time without anything reaching a carer.
Writing the plan
The draft has three written sections. About me is for who the client is, what matters to them and how they like to be supported, ideally in their own words. In this recording it reads that Dorothy is 80, has lived in her own home for 40 years, loves her garden and her cat, and prefers to be asked, not told. Goals is one goal per line with a target date if there is one: keep living independently at home, walk to the letterbox every day by 31 January 2027, and go back to the Thursday craft group by March 2027. Preferences and routines is where routines, food, language, culture and identity, worker gender and things to avoid go. Carers read About me and Preferences and routines in the pre-shift briefing on their shift. This plan has no care tasks yet, because adding tasks is covered in the separate Teiro video on managing support plans.
Recording who agreed
Every plan records the agreement. In the Agreement section the coordinator chooses who agreed, either The person or A representative. Choosing A representative adds a field for the representative's name and relationship, filled in here as "Helen Hargreaves, daughter". Next the coordinator chooses how the client agreed: signed on device, signed copy uploaded, verbal agreement, or agreed but declined to sign. Here it is verbal agreement. The last field is the date of the agreement, set to 9 November 2026. Filling this in on the draft, before making the plan current, means there is nothing left to ask for at the last step. The review date is already set 12 months ahead.
Saving and making the plan current
The coordinator saves the draft, then chooses Make current. Teiro asks "Make this plan current?" and explains that carers will see the plan's tasks from now on, that tasks already answered stay on their shift, and that the plan they use now becomes a previous version. After confirming, the plan shows a Current badge and a banner that says "This plan is live. Revise it to make changes", so a plan carers are working from cannot be quietly edited. The plan also records when it became current.
What carers see
At the bottom of the plan, a Read by section lists each carer who has confirmed they have read this version. It is empty at first, because no carer has opened the plan yet. Back on the Support plan tab, a Current card says "Carers work from this plan. Version 1", shows the review date, and offers View plan and Revise plan.